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Livermore
Livermore
ZHEN

Aries Wealth Management

SEC CIK
0001729515
Latest filing
Jul 24, 2026

ORCL holding history

Oracle Corp in every 13F filed by Aries Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ORCL overviewAll 13F holders of ORCLFull Q2 2026 holdings

Shares (Q2 2026)
3,761
Value
$551.2K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of ORCL by Aries Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,761$551.2K0.1%−85−2.2%ReducedHolders
Q1 20263,846$565.8K0.1%−3,122−44.8%ReducedHolders
Q4 20256,968$1.36M0.3%+87+1.3%AddedHolders
Q3 20256,881$1.94M0.5%00.0%UnchangedHolders
Q2 20256,881$1.50M0.4%+175+2.6%AddedHolders
Q1 20256,706$937.6K0.3%+1,463+27.9%AddedHolders
Q4 20245,243$873.7K0.2%00.0%UnchangedHolders
Q3 20245,243$893.4K0.2%+2,335+80.3%AddedHolders
Q2 20242,908$410.6K0.1%00.0%UnchangedHolders
Q1 20242,908$365.3K0.1%00.0%UnchangedHolders
Q4 20232,908$306.6K0.1%−22−0.8%ReducedHolders
Q3 20232,930$318.5K0.1%+22+0.8%AddedHolders
Q2 20232,908$346.3K0.1%00.0%UnchangedHolders
Q1 20232,908$270.2K0.1%−544−15.8%ReducedHolders
Q4 20223,452$282.2K0.1%00.0%UnchangedHolders
Q3 20223,452$269.0K0.1%+357+11.5%AddedHolders
Q2 20223,095$216.0K0.1%+3,095NewHolders
Q1 20220$00.0%−3,095−100.0%Sold outHolders
Q4 20213,095$270.0K0.1%00.0%UnchangedHolders
Q3 20213,095$270.0K0.1%00.0%UnchangedHolders
Q2 20213,095$241.0K0.1%−1,596−34.0%ReducedHolders
Q1 20214,691$360.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.